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Paragon Wealth Strategies’s BJs Wholesale Club BJ Stock Holding History

Paragon Wealth Strategies’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-900
Closed -$59.5K – 58
2022
Q4 		$59.5K Hold
900
– – 0.07% 57
2022
Q3 		$66K Buy
+900
New +$64.5K 0.06% 37

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Paragon Wealth Strategies's BJ Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of BJs Wholesale Club (BJ) in Q1 2023, closing a stake of 900 shares — an estimated $59.5K sold.

Paragon Wealth Strategies first reported a position in BJ in Q3 2022 and held it in 2 quarters. The position peaked at $66K in Q3 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining BJs Wholesale Club position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 900 BJs Wholesale Club shares in Q1 2023, an estimated $59.5K.
  • Paragon Wealth Strategies first reported a position in BJs Wholesale Club in Q3 2022 and held it in 2 quarters.
  • Paragon Wealth Strategies's BJs Wholesale Club position peaked at $66K in Q3 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.